More accurately evaluate investment manager performance and increase client engagement.
Evaluating your investment managers is not always straightforward. Traditional investment benchmarks are often not investable, for example due to liquidity or concentration issues. Furthermore, your internal investment policy may be very specific and not have a corresponding benchmark available.
Even in today’s digital age, retail investors only have limited tools at their disposal to properly monitor the performance of their pension fund or life insurance investments. Improving interaction and understanding can increase customer satisfaction and encourage retail investors to save more.
Investsuite’s range of intelligent, next-generation digital tools has been designed to help pension funds and insurance companies turn these challenges into new opportunities.
Discover our Product Suite
Portfolio Optimizer
Our Challenger tool for example allows you to build intelligent risk-based benchmarks that are investable and fully consistent with your investment policy. These benchmarks can then be used to evaluate your investment managers or even to directly invest in.
StoryTeller
It analyses the drivers of investment performance thanks to state-of-the-art performance attribution and news aggregation algorithms and outputs the results in an intuitive, automatically generated report.
Portfolio Optimizer
A cloud-based portfolio construction framework that allows customisation at scale. Discover more
StoryTeller
On-demand, hyper-personalised and narrative-based portfolio performance reporting. Discover more